See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,288 | $60,124+40.2% | $90,404-6.8% | $79,858+5.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 11.35% | 71.94%-60.6pp | 1293.02%-1281.7pp | 31.71%-20.4pp |
| Employer contribution / active EE | $5,374 | $2,068+159.9% | $3,262+64.7% | $2,471+117.5% |
| Participant deferral / active EE | $3,934 | $2,938+33.9% | $3,963-0.7% | $3,740+5.2% |
| Admin fee / account holder | $19,231 | $3,976+383.6% | $5,611+242.7% | $5,306+262.4% |